BWM
BCS Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
9,083
+1,576
| +21% | +$154K | 0.19% | 100 |
|
|
2025
Q1 | $659K | Sell |
7,507
-1,522
| -17% | -$134K | 0.17% | 115 |
|
|
2024
Q4 | $816K | Buy |
+9,029
| New | +$816K | 0.2% | 96 |
|
|
2024
Q2 | – | Sell |
-6,179
| Closed | -$372K | – | 240 |
|
|
2024
Q1 | $372K | Buy |
6,179
+4,334
| +235% | +$261K | 0.12% | 168 |
|
|
2023
Q4 | $291K | Hold |
1,845
| – | – | 0.11% | 171 |
|
|
2023
Q3 | $295K | Buy |
+1,845
| New | +$295K | 0.12% | 152 |
|
|
2023
Q1 | – | Sell |
-2,082
| Closed | -$295K | – | 202 |
|
|
2022
Q4 | $295K | Hold |
2,082
| – | – | 0.12% | 146 |
|
|
2022
Q3 | $270K | Sell |
2,082
-74
| -3% | -$9.6K | 0.13% | 144 |
|
|
2022
Q2 | $262K | Sell |
2,156
-239
| -10% | -$29K | 0.12% | 147 |
|
|
2022
Q1 | $357K | Buy |
2,395
+437
| +22% | +$65.1K | 0.15% | 132 |
|
|
2021
Q4 | $283K | Buy |
1,958
+170
| +10% | +$24.6K | 0.1% | 167 |
|
|
2021
Q3 | $249K | Buy |
+1,788
| New | +$249K | 0.11% | 151 |
|